Client Servicing Analyst
VWA Search
London
Location:
London
Sector:
Job type:
Salary:
£30000 – £38000 per annum + Excellent Benefits
Contact:
Manjinder Kang
Contact email:
Job ref:
5-CSAVic/SD_1676904561
Published:
3 days ago
Expiry date:
2023-03-22
Startdate:
asap
Client:
ClientDrop
5-CSAVic/SD
Client Servicing Analyst
£30K – £38K depending on experience
Victoria
Hybrid Working – 3 days in the office
The Client:
A growing independent investment firm based in the Victoria area with stunning offices and a team-oriented, forward-thinking ethos!
The Role:
This is a Client Servicing Analyst which will sit with the Client Services team, providing support to the front office in relation to client data and administration. The role will involve (but is not limited to):
Setting up and onboarding new clients to CRM system, including ensuring relevant AML and Tax checks have been put in place
Amending data at request of clients (via front office)
Administration of leaving and deceased clients
Producing monthly and quarterly stats for the team
Ad-hoc support to the team.
As you progress within the role, you may take on additional duties within the team and there is scope for further progression or additional opportunities.
Candidate Specification:
Eager to learn and switched on
Team-oriented and collaborative
High level of attention to detail
Some office experience
Tech savvy and good with numbers (some experience with data would be advantageous)
Additional Information:
Salary circa £30-38K depending on experience
Role comes with additional benefits including competitive pension contributions, health benefits, travel insurance and 25 days holiday
The business operate a hybrid working model of 3 days in the office and 2 days optional work from home.